Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.44B
AUM Growth
+$643M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,115
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$17.9M
3
+$15.7M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$15.2M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$14.9M

Top Sells

1
+$16.5M
2
+$12.9M
3
+$9.73M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$8.09M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$7.96M

Sector Composition

1 Technology 5.26%
2 Financials 4.88%
3 Healthcare 4.37%
4 Industrials 4.05%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$529K 0.01%
26,857
-916
1227
$528K 0.01%
17,668
+1,411
1228
$527K 0.01%
14,743
+579
1229
$527K 0.01%
8,410
-35
1230
$527K 0.01%
10,174
+896
1231
$525K 0.01%
51,909
+2,142
1232
$523K 0.01%
37,090
+1,264
1233
$522K 0.01%
+13,957
1234
$520K 0.01%
16,462
-2,768
1235
$519K 0.01%
9,404
-1,780
1236
$517K 0.01%
11,050
-4,618
1237
$517K 0.01%
+29,020
1238
$517K 0.01%
9,736
+34
1239
$517K 0.01%
4,434
-319
1240
$517K 0.01%
36,715
1241
$516K 0.01%
30,099
+2
1242
$515K 0.01%
+19,708
1243
$515K 0.01%
11,540
+1,080
1244
$514K 0.01%
6,084
+162
1245
$510K 0.01%
35,580
-4,286
1246
$510K 0.01%
35,513
-63
1247
$510K 0.01%
10,125
-2,598
1248
$509K 0.01%
20,960
+667
1249
$509K 0.01%
29,467
+213
1250
$508K 0.01%
9,691
-363
48 49
50
51 52